Arvind SmartSpaces Limited (ARVSMART) Earnings Call Transcripts

Arvind SmartSpaces Limited's Latest Earnings Call - Q4 FY2026

In Q4 FY '26, Arvind SmartSpaces Limited reported a revenue of INR 155 crores, a slight decline from INR 163 crores in the previous year. However, the company achieved a record annual booking value of INR 1,550 crores, reflecting a robust 22% year-on-year growth. Management has guided for a strong FY '27, anticipating a 25% to 30% CAGR in bookings, with expectations of 6 new project launches and a potential for 35% to 40% growth in the current fiscal year.

Reported metrics

Guidance from management

Management expects to sustain a 25% to 30% CAGR in bookings over the next 4 to 5 years, with a potential for 35% to 40% growth in FY '27. They anticipate launching 6 new projects in the current fiscal year.

What management said

Thanks, Amit, for the question. So for FY '26, like you said, we have done BD, which is approximately about INR 3,200 crores. We've generally not been giving breakup of capital deployed across each project. And there is a very specific question we can probably take it off-line and you can reach out to the team. Give the BD guidance for the new financial year FY '27, we have a strong momentum, which has continued in t...

So last year, if you see across the portfolio, we have actually got investing activity exceeding about INR 600 crores. So that is the amount which is actually going towards the BD, which has been done.

What analysts pressed on

Analysts expressed concerns about the unsold inventory in Bengaluru and the impact of geopolitical uncertainties on sales. There were also questions regarding the sustainability of cash flows given the changing project mix and potential cost increases.

Main topics on the call

• Record Annual Bookings — Arvind SmartSpaces achieved its highest ever annual booking value of INR 1,550 crores, representing a 22% year-on-year growth. Management noted, 'This performance was driven by sustained demand across our existing portfo...
• Strong Q4 Performance — In Q4 FY '26, the company reported a PAT of INR 44 crores, up 103% year-on-year. This was attributed to strong collections and healthy profitability, with management stating, 'Strong collections and healthy profitability...
• Future Growth Guidance — Management has maintained a long-term guidance of 25% to 30% CAGR in bookings for the next 4 to 5 years, with an optimistic outlook for FY '27. They stated, 'We think we can do about 35% to 40% in the current financial y...
• Sustained Sales Performance — The company reported a significant increase in sustainable sales, with over INR 600 crores in FY '26. Management highlighted, 'What is particularly encouraging is the strong response we received in newer geographies.'

Read the full Arvind SmartSpaces Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 18 Arvind SmartSpaces Limited earnings call transcripts on record, spanning October 4, 2021 to August 7, 2026. Based on this history, Arvind SmartSpaces Limited reports quarterly. The most recent call on file is dated August 7, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

ARVSMART

Exchange

NSEI

Country

IN

Sector

Real Estate

Industry

Real Estate Management and Development

Calls on record

18

First call

October 4, 2021

Most recent

August 7, 2026

Reporting cadence

quarterly